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Experience Level
Experience
Qualifications
Desired Profile:With a background in finance or sales, you have a proven successful field experience, ideally in the banking/insurance/finance sector.A true industry expert and business developer, you have a deep understanding of your economic environment and can grow your client base both directly and indirectly.An entrepreneurial spirit, you seek operational autonomy while benefiting from the support and reputation of a major group.If you are interested or know someone who might be, please contact us!
About the job
Our client is a subsidiary of an insurance group, specializing in tax optimization, succession planning, asset valuation, family protection, and retirement preparation.
The commercial structure fosters close relationships with clients and provides a high level of autonomy for employees.
Your mission:
You will manage, retain, and expand a significant client portfolio (approximately 150 accounts) with high potential in your geographic area.
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, developing strong relationships with them.
We offer you a genuine business development project:
- The opportunity to work as a wealth management expert, offering a wide range of products including retirement plans, life insurance, health coverage, and real estate tax optimization, - A collaborative status, granting you great autonomy in executing your commercial actions and managing your daily activities, - Daily support from a large group (commercial, marketing, tools, legal, field support...) enabling you to perform your advisory role effectively, - Pursuit of excellence through in-depth support towards professional expertise.
About Humanis Partners
Humanis Partners is a renowned subsidiary of an insurance group, dedicated to providing exceptional wealth management solutions. Our focus lies in optimizing tax strategies and ensuring the financial security and well-being of our clients through personalized services.
Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.
Unlock Your Potential
Generate Job-Optimized Resume
One Click And Our AI Optimizes Your Resume to Match The Job Description.
Is Your Resume Optimized For This Role?
Find Out If You're Highlighting The Right Skills And Fix What's Missing
Experience Level
Experience
Qualifications
Desired Profile:With a background in finance or sales, you have a proven successful field experience, ideally in the banking/insurance/finance sector.A true industry expert and business developer, you have a deep understanding of your economic environment and can grow your client base both directly and indirectly.An entrepreneurial spirit, you seek operational autonomy while benefiting from the support and reputation of a major group.If you are interested or know someone who might be, please contact us!
About the job
Our client is a subsidiary of an insurance group, specializing in tax optimization, succession planning, asset valuation, family protection, and retirement preparation.
The commercial structure fosters close relationships with clients and provides a high level of autonomy for employees.
Your mission:
You will manage, retain, and expand a significant client portfolio (approximately 150 accounts) with high potential in your geographic area.
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, developing strong relationships with them.
We offer you a genuine business development project:
- The opportunity to work as a wealth management expert, offering a wide range of products including retirement plans, life insurance, health coverage, and real estate tax optimization, - A collaborative status, granting you great autonomy in executing your commercial actions and managing your daily activities, - Daily support from a large group (commercial, marketing, tools, legal, field support...) enabling you to perform your advisory role effectively, - Pursuit of excellence through in-depth support towards professional expertise.
About Humanis Partners
Humanis Partners is a renowned subsidiary of an insurance group, dedicated to providing exceptional wealth management solutions. Our focus lies in optimizing tax strategies and ensuring the financial security and well-being of our clients through personalized services.